Spaces:
Running
Running
File size: 8,788 Bytes
2b44e69 |
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 |
"""
Smart Explainer Agent (Enhanced + Gemini-powered)
- Produces a detailed, human-readable explanation for a single InvoiceProcessingState.
- Uses Gemini for natural summarization if API key is present.
- Defensive, HTML-enhanced, and fully dashboard-ready.
"""
from state import InvoiceProcessingState, ValidationStatus, PaymentStatus, RiskLevel
from datetime import datetime
import google.generativeai as genai
import json
import os
class SmartExplainerAgent:
def __init__(self):
# Configure Gemini only if available
self.api_key = os.environ.get("GEMINI_API_KEY_4")
self.use_gemini = bool(self.api_key)
if self.use_gemini:
genai.configure(api_key=self.api_key)
self.model = genai.GenerativeModel("gemini-2.0-flash")
# ---------- Helper functions ----------
def _safe_invoice_dict(self, state: InvoiceProcessingState) -> dict:
if not state or not getattr(state, "invoice_data", None):
return {}
return (
state.invoice_data.model_dump(exclude_none=True)
if hasattr(state.invoice_data, "model_dump")
else state.invoice_data.dict()
)
def _safe_validation(self, state: InvoiceProcessingState) -> dict:
if not state or not getattr(state, "validation_result", None):
return {}
return (
state.validation_result.model_dump(exclude_none=True)
if hasattr(state.validation_result, "model_dump")
else state.validation_result.dict()
)
def _safe_risk(self, state: InvoiceProcessingState) -> dict:
if not state or not getattr(state, "risk_assessment", None):
return {}
return (
state.risk_assessment.model_dump(exclude_none=True)
if hasattr(state.risk_assessment, "model_dump")
else state.risk_assessment.dict()
)
# ---------- Core explain logic ----------
def explain(self, state) -> str:
"""
Generate a detailed HTML + markdown explanation for a given invoice.
Falls back gracefully if data or Gemini is unavailable.
"""
# --- Defensive normalization ---
if state is None:
return "<p>⚠️ No invoice state provided.</p>"
if isinstance(state, dict):
try:
state = InvoiceProcessingState(**state)
except Exception:
pass
# --- Extract fields safely ---
invoice = self._safe_invoice_dict(state) or {}
validation = self._safe_validation(state) or {}
risk = self._safe_risk(state) or {}
payment = (
state.payment_decision.model_dump(exclude_none=True)
if getattr(state, "payment_decision", None)
and hasattr(state.payment_decision, "model_dump")
else getattr(state, "payment_decision", {}) or {}
)
discrepancies = validation.get("discrepencies", []) # per schema
inv_id = invoice.get("invoice_number") or invoice.get("file_name") or "<unknown>"
vendor = invoice.get("customer_name") or invoice.get("vendor_name") or "Unknown"
total = invoice.get("total") or invoice.get("amount") or 0
status = getattr(state, "overall_status", "unknown")
status_val = status.value if hasattr(status, "value") else str(status)
# --- Interpret status fields ---
risk_level = risk.get("risk_level")
if hasattr(risk_level, "value"):
risk_level = risk_level.value
risk_score = risk.get("risk_score", 0) or 0.0
val_status = validation.get("validation_status")
if hasattr(val_status, "value"):
val_status = val_status.value
payment_status = payment.get("status")
if hasattr(payment_status, "value"):
payment_status = payment_status.value
# --- Badge colors ---
colors = {
"VALIDATION": "#ffc107",
"RISK": (
"#ff1744" if str(risk_level).lower() == "critical"
else "#ff9800" if str(risk_level).lower() == "medium"
else "#4caf50"
),
"PAYMENT": "#4caf50",
"AUDIT": "#2196f3",
}
# --- Header layout ---
header_html = f"""
<div style="display:flex;justify-content:center;margin-bottom:1rem;">
<div style="flex:1;text-align:center;padding:0.8rem;
border-radius:10px;background:{colors['VALIDATION']};
color:white;margin:0 4px;">
<b>Validation</b>
</div>
<div style="flex:1;text-align:center;padding:0.8rem;
border-radius:10px;background:{colors['RISK']};
color:white;margin:0 4px;">
<b>Risk</b>
</div>
<div style="flex:1;text-align:center;padding:0.8rem;
border-radius:10px;background:{colors['PAYMENT']};
color:white;margin:0 4px;">
<b>Payment</b>
</div>
<div style="flex:1;text-align:center;padding:0.8rem;
border-radius:10px;background:{colors['AUDIT']};
color:white;margin:0 4px;box-shadow:0 0 10px rgba(0,255,0,0.7);">
<b>Audit</b>
</div>
</div>
"""
# --- Formatter ---
def _fmt(val):
if val is None:
return "N/A"
if isinstance(val, (int, float)) and not isinstance(val, bool):
return f"${val:,.2f}"
return str(val)
# --- Base explanation (structured) ---
lines = [
f"<p><b>Invoice:</b> {inv_id}</p>",
f"<p><b>Vendor:</b> {vendor}</p>",
f"<p><b>Amount:</b> {_fmt(total)}</p>",
f"<p><b>Status:</b> {status_val}</p>",
"<hr>",
f"<p><b>Validation:</b> {val_status or 'unknown'}</p>",
f"<p><b>Risk Level:</b> {risk_level or 'low'} ({risk_score})</p>",
f"<p><b>Payment:</b> {payment.get('decision', 'N/A')} ({payment_status or 'pending'})</p>",
]
if discrepancies:
lines.append("<p><b>Discrepancies Found:</b></p><ul>")
for d in discrepancies:
field = d.get("field", "unknown")
expected = d.get("expected", "")
actual = d.get("actual", "")
lines.append(f"<li>{field}: expected <code>{expected}</code>, got <code>{actual}</code></li>")
lines.append("</ul>")
# --- Recommendations ---
advice = []
if str(val_status).lower() == "invalid":
advice.append("❌ Invoice failed validation — requires manual review.")
elif str(val_status).lower() in ("partial", "partial_match"):
advice.append("⚠️ Partial validation — check mismatched fields.")
if str(risk_level).lower() == "critical":
advice.append("🚨 Critical risk detected — immediate escalation required.")
elif str(risk_level).lower() == "medium":
advice.append("⚠️ Medium risk — consider manual review.")
if not advice:
advice.append("✅ No major issues detected. Proceed as usual.")
lines.append("<p><b>Recommendation:</b></p><ul>")
for a in advice:
lines.append(f"<li>{a}</li>")
lines.append("</ul>")
explanation_html = header_html + "\n".join(lines)
# --- Gemini polishing (using your API key) ---
if self.use_gemini:
try:
import google.generativeai as genai
model = genai.GenerativeModel("models/gemini-2.0-flash")
prompt = f"""
You are a professional financial analyst.
Here is structured invoice data and an auto-generated explanation.
Invoice summary:
{json.dumps(invoice, indent=2)}
Validation details: {json.dumps(validation, indent=2)}
Risk assessment: {json.dumps(risk, indent=2)}
Payment info: {json.dumps(payment, indent=2)}
Rewrite the following explanation to sound executive-level, clear, and concise.
Use HTML for sections but do not remove any factual details.
Existing summary:
{explanation_html}
"""
response = model.generate_content(prompt)
if response and getattr(response, "text", None):
return response.text.strip()
except Exception as e:
return explanation_html + f"<p><i>Gemini explanation failed: {e}</i></p>"
return explanation_html
|